See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,934 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,544 | $60,323+98.2% | $81,812+46.1% | $74,495+60.5% |
| Participation rate | 86.2% | 62.9%+23.3pp | 72.3%+13.8pp | 67.2%+19.0pp |
| Annual return | 12.70% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,068 | $2,620-21.1% | $2,912-29.0% | $2,623-21.2% |
| Participant deferral / active EE | $5,287 | $3,387+56.1% | $4,319+22.4% | $4,346+21.6% |
| Admin fee / account holder | $61 | $1,486-95.9% | $7,386-99.2% | $1,942-96.8% |